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Technology Stocks : Compaq
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To: Elwood P. Dowd who wrote (44755)1/22/1999 4:43:00 PM
From: rupert1  Read Replies (1) of 97611
 
Elwood: EP has given interviews before, a week or two before earnings. In fact, I think he has done it before earnings for the last 12 months. Those interviews were not followed by blow-out results. When I heard about the recent interview I had the thought that I would be happier to see him break the pattern and line up some interviews for the day earnings were announced. However, it is an academic point because I am certain that he has beaten the streets expectations. I am sticking with the .41 I offered on Robbie' list. If that is wrong, I expect it to be too conservative.
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